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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: i-node who wrote (125152)	1/16/2001 11:21:47 PM
From: semiconeng	Respond to of 186894

Everything is about next week. As for me, I'm putting all I can into INTC right now. And a few years down the road I'm going to have a big sackful... ---You and me both. I just might have to take my entire bonus announced today and sink it back into the company. :-) Semi

To: i-node who wrote (125152)	1/17/2001 12:18:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

David - Re: "Today's so-called investors just can't think long-term, or even intermediate term. Everything is about next week. As for me, I'm putting all I can into INTC right now. And a few years down the road I'm going to have a big sackful... " You have the right idea. When your sack is full, the analysts of today will have moved on into positions more worthy of their talents - probably driving cabs in New York or San Francisco. Paul

To: i-node who wrote (125152)	1/17/2001 3:23:57 AM
From: Barry Grossman	Read Replies (2) \| Respond to of 186894

David, It is so refreshing to see that someone else has the good sense to see the obvious - unlike those wrongly called "analysts", who can only think dump or pump and then do it again and again. Long term? They have no idea what that means and isn't what they get paid to do. Paul - If I get a taxi in SF, could I perchance hope to see Kerlak behind the wheel? Barry

To: i-node who wrote (125152)	1/17/2001 8:44:26 AM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

David,<<<"PCs are not where you want to be making your money," Peck said. "But unfortunately, that's where 90 percent of Intel's revenues come from." >>> That is one of the most bullish statements in recent times. Almost every one of the anlaysts in this sector has capitulated eg.,Peck, Edelstone, Osha, Joseph, Kumar, and Niles. They are using words like malignancy, cancer, and depression. These guys may or may not understand semiconductors and personal computers (Osha understands very little of anything), but none of these guys have a real understanding of the computer industry and that is where Intel is right now - a proxy for the computer industry. A proxy for the technology behind the computer industry of which the Internet is at the core. Intel occupies the middle ground. From there, they could go in any direction. If you think the computer industry and technology is finished then Intel is finished. I am sure most analysts will tell you they understand the concept, buy low sell high. I'm telling you they don't. You can tell me that I am oversimplifying complex dynamics, but I can tell you that, at the core, these analysts are stupid and don't understand important concepts - like buy low, sell high. Mary